Russia - Ukraine “peace negotiations” | US slowly abandoning Ukraine

  • Thread starter Thread starter nycfan
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altmin said:
On a related note. I worked with this guy yesterday.

reeekk.jpg
Click to expand...
Oh, deary me
My little brother's in his bedroom
Smoking weed
I tell him he should get up

'Cause it's nearly half-past three
He can't be bothered
'Cause he's high on THC
I ask him very nicely

If he'd like a cup of tea
I can't even see him
'Cause his room is so smoky
Don't understand

How one can watch so much TV
My baby brother Alfie
How I wish that you could see
Oh, I only say it 'cause I care

So please can you stop pulling my hair
Now, now, there's no need to swear
Please don't despair
My dear mon frère

Oh, Alfie get up
It's a brand new day
I just can't sit back
And watch you waste your life away
 
I was concerned that with the Iran War that Ukraine would be blocked by the Europeans from attacking Russia's oil exporting logistics. Instead, it looks like Ukraine is in fact ramping up attacks on it. And there may be an interesting side benefit of doing so. If Trump was so worried about oil prices that he was willing to let Iran sell some oil, then just imagine what he could give Ukraine to behave!!!!
 


It’s a funny thing about the math of thee kinds of strikes, though — they help drive up oil prices and there is a point at which the price increase is more valuable to Russia than the available capacity (in the near term especially). This price spike has been an absolute lifeline to the Russian budgetary constraints.

Long term, these kinds of strikes could catch up to Russia, especially once prices fall.
 
Ukraine has had the ability to knock out much of Russia's oil exporting capacity for several months. There just wasn't a need with the price of oil Russia was getting was around $40 a barrel. But Trump lifted some sanctions and they had to focus on it. I'm really surprised the EU hasn't had a stroke about it. But if Orban loses, maybe they can bring that pipeline back up.

If they hit the second terminal in the Baltic, then that 40% fall in export capacity is suspect. At least going higher for sure.

But, you have to wonder about the pipelines including natural gas that go to China. Whether you can hit them or not, it might be a good time to have a little talk with China about playing nice and down the middle.
 
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